Column Capital Advisors’s Lockheed Martin LMT Stock Holding History

Column Capital Advisors’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$88.3K	Sell	216 -29	-12%	-$12.9K	0.01%	244
2023 Q2	$113K	Hold	245	–	–	0.02%	204
2023 Q1	$116K	Buy	245 +99	+68%	+$46.4K	0.02%	201
2022 Q4	$71K	Buy	146 +6	+4%	+$2.79K	0.01%	251
2022 Q3	$54K	Hold	140	–	–	0.01%	262
2022 Q2	$60K	Buy	140 +46	+49%	+$20.2K	0.01%	252
2022 Q1	$41K	Sell	94 -2	-2%	-$811	0.01%	315
2021 Q4	$34K	Buy	96 +2	+2%	+$692	0.01%	350
2021 Q3	$32K	Hold	94	–	–	0.01%	330
2021 Q2	$36K	Hold	94	–	–	0.01%	320
2021 Q1	$35K	Sell	94 -110	-54%	-$37.7K	0.01%	312
2020 Q4	$72K	Sell	204 -127	-38%	-$46.7K	0.02%	218
2020 Q3	$127K	Buy	331 +92	+38%	+$35.1K	0.04%	133
2020 Q2	$87K	Sell	239 -34	-12%	-$12.8K	0.03%	167
2020 Q1	$93K	Sell	273 -8	-3%	-$3.15K	0.04%	131
2019 Q4	$109K	Buy	+281	New	+$108K	0.06%	138

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return